Founders
Goal · Raise capital
Build pitch decks & business plans from scratch to secure funding.
How WPS helps: AI Writer → Excel model → AI PPT → PDF share.
Business plan & pitch deck
How to Write a Business Plan and Build an Investor Pitch Deck
For founders, PMs, and advisors: draft a business plan with AI, model finances in Excel, generate charts, build a pitch deck with an AI PPT maker, beautify slides, and export a shareable PDF—all in one WPS workspace.
Free Download Business Plan Tools
Common problems & AI solutions
Why Writing a Business Plan Takes Too Long (And How AI Helps)
Most founders get stuck on the outline, the Excel financial model, or the pitch deck. WPS AI helps you draft the plan, build the numbers, and export a PDF—in one workspace.
Problems · Without AI
Writing a business plan the hard way
Hard to start a business plan
You stare at a blank page and spend 20+ hours just structuring market research, vision, and section headings.
Messy Excel financial models
Spreadsheets fill with broken formulas, unclear drivers, and numbers that fall apart when investors ask “what if?”
Slow Word-to-PPT formatting
Days go into copying the business plan into a pitch deck—layouts break, charts look uneven, and the PDF still isn’t ready.
Solutions · With WPS AI
Faster plan, model, and pitch deck
AI business plan outline
Generate a structured business plan with an AI text generator—then edit sections with your real traction and market data.
AI Excel financial dashboard
Build a clear P&L and revenue model with AI formulas—so your Excel dashboard stays investor-ready and easy to update.
Convert Word to pitch deck & PDF
Turn the written plan into a polished PPT pitch deck, beautify slides, and export a high-quality PDF for investors.
Built for fundraising teams
Who this guide is for
Four roles, one workspace—from first draft to investor PDF.
Product Managers
Goal · Win roadmap buy-in
Pitch new product initiatives with clean business cases.
How WPS helps: Structured outlines, charts, and slide-ready narratives.
Investment Analysts
Goal · Diligence faster
Evaluate startups and analyze financial metrics with AI.
How WPS helps: AI data analysis, dashboards, and comparable memo drafts.
Consultants
Goal · Deliver client impact
Create high-impact client proposals using 1000+ smart templates.
How WPS helps: Template Center + AI polish + one-click PDF export.
WPS Template Center
Free Business Plan, Finance & Pitch Deck Templates
Start from official WPS templates—Word plans, Excel financial models, and PPT pitch decks—then customize with AI writing, charts, and slide beautify.
Template Features
100% Free & Deeply Customizable
Export to standard Word, Excel, and PPT formats with no watermark limits—edit every section to match your startup story.
Institutional Fundraising Framework
Built-in Sequoia- and YC-style business plan structures plus P&L financial models investors already recognize.
Apply Template + AI Rapid Fill
One-click apply a template, then use WPS AI to auto-fill data, polish copy, and tighten layout before you pitch.
The Best Business Plan & Pitch Deck Tool: WPS Office
Write, model, design, and share—all inside WPS Office.
AI Writer
/generate executive summary...
Our platform targets the $4.2B SMB productivity market…
With a clear GTM motion and 38% gross margin at scale…
Revenue
Revenue +145%
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PDF
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Link Copied
Ready to build an investor-ready pitch deck?
Free Download WPS Office
Available on Windows, macOS, iOS, Android
Beyond Business Plans: All-in-One AI Suite for Startups
From first-time founders to fast-moving teams, write, model, collaborate, and pitch effortlessly in WPS Office.
01 · Mobile & Cloud
Mobile Sync & Instant Sharing
Edit slides on mobile, update financial figures, and send password-protected PDF links to investors in seconds.
Deck.pdf
Trackable Cloud Link
02 · First-Time Founders
AI-Guided Pitch Deck Creation
Start from a free business plan template, draft with an AI report writer, and build decks with an AI pitch deck generator.
AI Step-by-Step Guide
Outline → Model → Deck
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03 · Team Collaboration
Seamless Team & Diligence Review
Co-edit plans with co-founders in real time, share & co-edit models, and review diligence PDFs inside an all-in-one office workspace.
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Alex is editing · Section 3
💬 Real-time Co-edit
📄 ChatPDF Assistant
04 · Multi-Format Export
Universal PDF & Deck Export
Convert docs and slides into compressed, pristine PDFs with password protection—see our free PDF tools and PowerPoint alternative guides.
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Word
PPT
PPT
PDF
PDF
📄 Word/PPT → PDF
⚡ Zero Layout Loss
How to Create a Perfect Business Plan With WPS Office
Follow this fundraising journey from rough notes to an investor-ready file: draft with an AI text generator, model numbers in an Excel dashboard with AI for data analysis, design slides with an AI PPT maker and optional text to image generator, then finish with Word to PDF.
1 Draft plan→
2 Financial model→
3 Investor charts→
4 Pitch deck→
5 Beautify→
6 PDF & share
1
Draft the business plan narrative
Start when your idea is still rough notes, customer interviews, and a half-written vision. Open a free business plan template, then use an AI text generator to generate an outline and draft long-form executive summary, market, product, and GTM sections. Expand weak paragraphs with continue-writing in AI Writer, keep traction numbers as the source of truth, then save as a cloud doc so the model can pull claims next.
2
Build the financial model investors will grill
Once the narrative names pricing, channels, and headcount, move those drivers into a free Excel alternative. Build a driver-based P&L and runway sheet—conversion, CAC, burn, and the raise ask—with an AI Excel formula generator instead of hunting for syntax. Assemble a weekly-updating Excel dashboard so every claim can be traced to a cell before you visualize it.
3
Turn the model into investor-ready charts
With the model stable, stop pasting raw tables into slides. Use AI for data analysis inside your spreadsheet to spot outliers, pick chart types for growth, cohorts, and unit economics, then generate charts from an Excel dashboard. Keep only the charts that support the story from step 1—those become the proof slides in the pitch deck next.
4
Convert the plan into a pitch deck
When the written plan and charts are ready for a 10–15 minute meeting, don’t rebuild from a blank slide. Feed the document into an AI PPT maker to generate PPT from a document. Review the outline, keep only the claims that fit the room, then drop in the charts from step 3—compare freemium options in our AI pitch deck generator guide or a AI PowerPoint from a topic workflow.
Continue the fundraising workflow in WPS
Draft, model, design, and export without leaving the suite.
5
Beautify slides and rehearse speaker notes
Before the investor meeting, the deck still needs a consistent look and a shared talking track. Apply PPT beautify and AI slides template switches in a free PowerPoint alternative, then generate speaker notes so founders rehearse the same narrative. Add product visuals with a text to image generator only when they support the charts you already built, or polish assets in the AI photo editor.
6
Export PDF and share with permissions
When the deck is rehearsal-ready, convert the plan with Word to PDF (and PPT to PDF) so layout stays stable across investor portals and email. Add password protect PDF for confidential numbers, then share a cloud share link with permission controls so partners always open the latest version—not an outdated attachment.
Checklist
Business Plan & Pitch Deck Checklist
Tap each item before you send materials to investors. Progress is saved in this browser.
Progress
0 / 12
All set — ready to share with investors.
Plan narrative
Numbers
Pitch package
Finish your checklist, then write and present with WPS Office.
FAQ
Frequently Asked Questions About Business Plans
Quick answers on templates, pitch decks, AI writing, and exporting investor-ready PDFs.
One Workspace From Business Plan to Investor Pitch Deck
From AI drafting and Excel models to AI PPT beautify and Word to PDF, WPS Office helps founders ship a coherent fundraising package faster.
Start Building Your Business PlanWrite, Model, and Pitch With Less Friction
Use WPS Office to draft your business plan, build financial models, generate an investor pitch deck, and export shareable PDFs—on desktop or across devices with cloud sync.
Trusted Free AI Business Plan Builder Worldwide
See how founders, PMs, and consultants secured funding using WPS Office.